2. The Business Plan Presentation
Telling the story…
The Business Plan
Presentation

3. Business Plan Presentation
Crafting a Business Plan Presentation
The following slides present the components of a good business plan (whether written or in slide format)
30-50 slides describing major elements: concept, business strategy, operating plans, and expected financial results pages subset should be used as appendix to convey details in the leave-behind. The main discussion section should be slides.
Graphical in nature to powerfully and simply convey complex ideas; tells the whole story
Complete and simple enough to be used by anyone in the startup firm to explain and sell venture opportunity
Enough depth that investor can use it to sell colleagues
Typical Business Plan Sections
(written or presentation)
Executive Summary
Market Overview
Products & Services
Competitive Landscape
Go-to-Market Strategy
Operations and Management
Financial Projections

4. Notes/Considerations
Executive Summary
Executive Summary:
Content/Questions to Answer
Notes/Considerations
1-2 page summary of the business opportunity highlighting the key points.
Company description/background
Company mission/value proposition: What problem or need does your product or service address? How is the income statement or balance sheet of your typical customer improved by your offering?
Business concept/opportunity description with proposed or existing products and/or services
Market opportunity/size
Management team overview
Expected financial results and funding requirements
What are the key factors, or your company’s core capability that will enable you to win?
Amount of financing the company seeks
Catch the interest of the reader and provide the core concept of your business and the business opportunity in 1-2 pages
Capture the major strategy elements – position yourself as a solution leader
Compelling customer motivation (hook)
Strong solution proposition (vision)
Unique differentiation (sustainable competitive advantage)
Success demands a synchronized strategy, vision and message

5. Executive Summary Example
Written executive summary:
2 pages; 1st half-page is the most important
1 supporting graphic per section – e.g. market size, competitive landscape chart, income statement graphic
Presentation executive summary:
1-2 pages
Same major topics as written executive summary
Pick the most important elements
Executive Summary
Value proposition
Market opportunity
Brief product/service overview
Brief competitive landscape
Brief go-to-market strategy overview
Operations and Management
Financial projections and funding requirement
Example presentation Executive Summary

6. Notes/Considerations
Market Overview
Market Overview:
Content/Questions to Answer
Notes/Considerations
1-3 page section analyzing the market and industries the company will be serving
Market size – in units and dollars of the market and market segments in which the company will compete
Market growth – how fast has the market and applicable market segments grown, and how are they projected to grow by leading industry analysts for the next 4-5 years?
Market drivers – what are the main trends or factors that will affect how the market will grow and change
Use credible outside research (e.g. Gartner Group, IDC, Forrester, etc) validating market/market segment size and growth
Be aggressive in your plans but do a sanity check of your sales projections against the size of your addressable market segment – if you are capturing 50% in year one then investors will not take you seriously
It is sometimes helpful to draw a diagram of the market model, or how the market is operating, to understand how the startup will fit into the market landscape – see example on next page
Market segments – which segments of the market will the company address in the near and long term? What are the key customer requirements?
What are the barriers to entry and/or areas of competitive strength for the company
How does your company compete within this market landscape and what market position do you want to achieve in 1, 2, and 3 years?
Sample Market Size Chart/Market Research

7. Market Overview Diagram Example
Market Overview or Market Model Diagram
It is helpful to draw a diagram of the market model, or how the market is operating, to understand and explain how the new venture will fit into the market landscape
Generic market model diagram

8. Notes/Considerations
Products and Services
Products and Services:
Content/Questions to Answer
Notes/Considerations
1-2 page section describing the product and service offerings, and the plan for taking the idea from concept to reality
The major components and capabilities of the product or service
How the technology is different from and similar to existing technology? Could it become “the standard”, are you cultivating partners who can drive it to becoming the standard?
The status of product or service development
Are partners required in order to deliver the product or service? If so, who are the key partner candidates and what is the status of the partnering process?
The proposed release date of the product or service and the key milestones that must be achieved to make that date. What are the key obstacles that must be overcome to make that date?
Keep it at an investor level. Detailed feature/function charts are necessary internally in product planning and maybe even in marketing – but this is the time for big picture differentiation
A graphic of how the product or service works, especially if it is complex or is complementary to other products/services in the marketplace can be very helpful
Focus on sustainable differentiation
Product Description Example

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